Financial Services
Financial services built on trust
We help banks and insurers improve customer experience, automate operations, and manage risk.
Key challenges
What organizations in this sector are up against
Customer expectations
Clients expect fast, personalized, digital-first service across every channel.
Legacy cores and manual processes
Aging systems and paper-heavy workflows slow onboarding, claims, and servicing.
Regulatory and audit pressure
Evolving regulation demands evidence, traceability, and strong controls.
Fragmented data
Risk, finance, and customer data live in separate silos, limiting insight.
Recommended solutions
Technology solutions for financial services
The building blocks we typically recommend, tailored to your systems and priorities.
Where we usually start
Customer experience platforms
Unified customer views and digital journeys with Dynamics 365 and custom portals.
Data and analytics
Governed data platforms and Power BI reporting for performance, risk, and regulatory needs.
Workflow automation
Automate onboarding, KYC checks, approvals, and claims handling with audit trails.
Security architecture
Identity-centric security, conditional access, and data loss prevention.
Core system integration
Connect modern applications to core banking and policy systems through secure APIs.
Cloud modernization
Migrate and modernize workloads with strong governance and resilience.
Workflows & use cases
Common workflows we improve
Everyday processes where technology makes the biggest difference.
Client onboarding
Digital forms, document capture, and automated checks that shorten time to account.
Loan and claims processing
Structured, tracked workflows with clear approvals and audit history.
Relationship management
A single client view for advisors across products and channels.
Regulatory and risk reporting
Repeatable, traceable reporting built on governed data.
Security, privacy & compliance
Designed with your obligations in mind
Financial institutions operate under demanding regulation. We design with these considerations in mind and support your compliance teams. Specific obligations depend on your jurisdiction and business.
Regulatory frameworks
Design considerations for regimes such as PCI DSS, SOX, GDPR, and, in Europe, DORA and PSD2.
Auditability
Immutable logs, change history, and approvals that support internal and external audits.
Operational resilience
Disaster recovery, failover, and tested recovery plans for critical services.
Data protection and segregation
Encryption, key management, and segregation of duties across environments.
Relevant services
Services we bring to this sector
Combine these to cover strategy, delivery, and ongoing support.
Illustrative exampleRepresentative solution
Streamlining small-business onboarding
- 1
Scenario
A regional lender onboards business clients with paper forms and multiple handoffs, leading to long delays.
- 2
Our approach
A digital onboarding flow with document upload, automated verification steps, and approvals in Power Automate, writing to Dynamics 365 with a full audit trail.
- 3
What it enables
Advisors see onboarding status in one view, and the process becomes faster, more consistent, and easier to audit.
Implementation approach
How we deliver in your sector
A phased approach that respects how your organization already works.
- 1
Map risk and process
Understand regulatory constraints, controls, and current handoffs.
- 2
Design with controls first
Build security, audit, and approval requirements into the design.
- 3
Deliver in controlled releases
Release incrementally with testing, change control, and sign-off.
- 4
Integrate with core systems
Connect carefully to systems of record with reconciliation.
- 5
Monitor and evidence
Maintain monitoring and reporting that support ongoing assurance.
FAQs
Questions from teams in your sector
Can you work within our change-control process?
Yes. We align with your release, testing, and approval processes.
How do you handle audit requirements?
We build logging, approvals, and traceability into workflows so evidence is produced as work happens.
Can you integrate with core banking or policy systems?
Yes, through APIs and integration layers, subject to what the platforms support.
Where is data stored?
We design around your data residency and sovereignty requirements, selecting regions and controls accordingly.
Discuss your financial services project
Book a consultation to talk through your goals.
- 1Tell us your goalsShare a few details.
- 2We confirm a timeWe reply with a time that works.
- 3We talk it throughA focused conversation on next steps.